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Remembering 9/11: The 2nd Most Costly Catastrophe In The World
By EconMatters Today marks the ten-year anniversary of the Sept. 11, 2001 terrorist attacks, and a decade of the lasting influence 9/11 has had on life, policy and culture worldwide. When the attack...
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CEO of General RE: Insurers Suffer From Central Banks Polices
Monetary policies in the world do contribute to increasing prices for coverage. The CEO for General Re, a unit of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE: BRK.B) recently put forward an argument...
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On Sears Debt Issuance, and RGA Long Case
I have great readers. Two questions tonight on very different topics: I’ve really enjoyed reading your blog ever since I came across it (via Simoleon Sense, I think?). I think your perspective as a...
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Insurance Industry: P/B Across Sub Industries
This piece is the sixth out of seven in a series that I have been writing at Aleph Blog. Here are links to the first five pieces: On Insurance Investing, Part 1 (reducing share count) On Insurance...
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Insurance Companies, Taxes, Politics, and Crony Capitalism
From a reader who I appreciate: David, I am curious if you have thoughts about insurance companies (especially P&C) hedging political risk … the answer to this question obviously will carry over...
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Why 14 MainStream HF Managers Set up Reinsurers [VIDEO]
Warren Buffett ran a hedge fund for 12 years before quitting fund management and turning to banking, insurance, and reinsurance in 1969 as a better way to generate returns. Taking their cue from...
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Third Point Reinsurance Aims To Raise $370M in IPO
Third Point Reinsurance Ltd, a property and casualty insurer and a subsidiary of Third Point LLC, the hedge fund headed by Daniel Loeb aims to raise as much as $370.55 million from its initial public...
View ArticleWhy Reinsurers View the Industry Differently Than Insurers
From a reader: Was reading a history of American International Group Inc (NYSE:AIG) and it was discussing the early years. There was a line to the tune of ‘anything Hank reinsured paid off’. You’ve...
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AAPL, VOD, Gold Soar in Q3 Boosting Greenlight’s Returns
Greenlight Capital Re, Ltd. (NASDAQ:GLRE) had a profitable September and third quarter, according to new data posted on the company’s website. The re-insurer run by David Einhorn was up 0.5 percent in...
View ArticleThird Point RE Investor Presentation March 2014
Third Point RE Investor Presentation March 2014 Third Point RE investor presentation, also see more interesting info from the 10K and February stat sheet here. Also see Third Point Monthly report below...
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Despite Feud Fannie Mae And Freddie Mac Up 30% YTD
Better housing market underpins Fannie and Freddie Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) have benefited from...
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Assessing The New Breed Of Hedge Fund-Backed Reinsurance Companies
Hedge fund-backed reinsurance (HFR) isn’t a brand new business model, but with only a couple of previous examples to point to (neither very promising) and the current crop having only been open for a...
View ArticleA Tale Of Two Bermuda Reinsurers
This is a tale of two Bermuda-based reinsurance companies, both of which made plans over the past six months to get listed in Canada. Only one was successful. First, Aurigen Capital, which had...
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Reinsurers Axis Capital And PartnerRe Undertake $11 Billion Merger
Axis Capital Holdings Ltd and PartnerRe Ltd released a joint statement on Monday announcing they have agreed to an all-share $11 billion merger to create a truly global reinsurance firm. Analysts note...
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Insurance Companies, Taxes, Politics, and Crony Capitalism
From a reader who I appreciate: David, I am curious if you have thoughts about insurance companies (especially P&C) hedging political risk … the answer to this question obviously will carry over...
View ArticleClik here to view.
Why 14 MainStream HF Managers Set up Reinsurers [VIDEO]
Warren Buffett ran a hedge fund for 12 years before quitting fund management and turning to banking, insurance, and reinsurance in 1969 as a better way to generate returns. Taking their cue from...
View ArticleThird Point Reinsurance Aims To Raise $370M in IPO
Third Point Reinsurance Ltd, a property and casualty insurer and a subsidiary of Third Point LLC, the hedge fund headed by Daniel Loeb aims to raise as much as $370.55 million from its initial public...
View ArticleWhy Reinsurers View the Industry Differently Than Insurers
From a reader: Was reading a history of American International Group Inc (NYSE:AIG) and it was discussing the early years. There was a line to the tune of ‘anything Hank reinsured paid off’. You’ve...
View ArticleClik here to view.
AAPL, VOD, Gold Soar in Q3 Boosting Greenlight’s Returns
Greenlight Capital Re, Ltd. (NASDAQ:GLRE) had a profitable September and third quarter, according to new data posted on the company’s website. The re-insurer run by David Einhorn was up 0.5 percent in...
View ArticleClik here to view.
Third Point RE Investor Presentation March 2014
Third Point RE Investor Presentation March 2014 Third Point RE investor presentation, also see more interesting info from the 10K and February stat sheet here. Also see Third Point Monthly report below...
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